See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,124 | $106,890-12.9% | $84,015+10.8% | $152,861-39.1% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.4%-44.0pp |
| Annual return | 14.46% | 104.99%-90.5pp | 71.31%-56.8pp | 345.32%-330.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,335 | $4,011-66.7% | $3,239-58.8% | $5,850-77.2% |
| Admin fee / account holder | $273 | $8,285-96.7% | $6,101-95.5% | $11,596-97.6% |